OM PRAKASH GURJAR
BANCA INSURANCE
JAIPUR
Summary
- Acchivment
- Promoted As Branch Sales Manager From Executive Relationship Manager In 7 Months... In Current Company
Certificates..
- Zonal Gala Night Drive Award In Delhi RNR
- Circle Drive MFP Achieved Award By Circle Head
- Performance Achieving Persistency 90% (September)
- Performance Achieving Persistency 90% (October)
- Performance Achieving Persistency 90% (November)
- Performance Achieving Persistency 90% (December)
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Bancassurance Sales Executive
Bajaj Allianz Life Insurance Pvt.Ltd.Jaipur
Jaipur
07.2022 - Current
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed customer needs to provide customized insurance solutions.
- Researched and identified potential new markets.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Developed and implemented promotional strategies to increase customer base.
- Conducted research and identified market trends to develop better strategies for sales.
- Monitored customer feedback and identified areas of improvement.
Relationship Officer
Aditya Birla Sun Life Insurance Pvt.Ltd
Jaipur
10.2019 - 06.2022
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Maintained and built close relationships with customers through regular contact and visits.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Store Manager of Operations
Idea Cellular Pvt.Ltd
Jaipur
06.2014 - 02.2019
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Completed point of sale opening and closing procedures.
- Supervised guests at front counter, answering questions regarding products.
- Assisted with hiring, training and mentoring new staff members.
Education
Bachelor of Arts -
02.2014 - 07.2019
Skills
Client needs analysis
Life insurance
Quotes and sales
Underwriting and adjustments
Timeline
Bancassurance Sales Executive - Bajaj Allianz Life Insurance Pvt.Ltd.Jaipur
07.2022 - Current
Relationship Officer - Aditya Birla Sun Life Insurance Pvt.Ltd
10.2019 - 06.2022
Store Manager of Operations - Idea Cellular Pvt.Ltd
06.2014 - 02.2019
University Of Rajasthan - Bachelor of Arts,
02.2014 - 07.2019